WHY WE'RE DIFFERENT

Learn about what sets us apart.

Empower Your CTO With Advanced API Integration

Mackey makes for a complete proprietary dataset by working with the most applications and devices. Seamlessly aggregate and organize your most important information. Access your content through our beautifully designed user interface, or make it available for use in 3rd party and internal applications via our API. Should you want to include portfolio level data in the RMS, we have you covered. Many clients elect to link their holdings to the system, as our platform can receive applicable content from your portfolio management or order management system.

LEGACY RESEARCH MANAGEMENT SYSTEMS ARE INEFFICIENT

Mackey Research Management Software utilizes the latest technology to give your team an edge. Our modern research management solution allows you to mobilize your most important content, while our smart email and note processing engine automatically organizes your research on multiple levels.

IT’S ABOUT WHO YOU KNOW

We realize traditional CRM is too time-consuming for the modern investment professional. Make the most of your rolodex with Mackey’s robust contact functionality. Our platform automatically matches notes and files with applicable contacts by searching for relevant names, emails, phone numbers, etc. Our automated approach makes for a more complete, real-time lens into your interactions, and can provide a much needed boost for broker vote and compliance operations.

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Improve Institutional Memory and Retain Intellectual Capital

Employee turnover does not need to result in your most important intellectual property walking out the door. Mackey Research Management allows funds to finally take ownership of work done on company time, regardless of end users’ processes. We work the way the modern analyst works, and can operate alongside all of your most popular devices and applications. Our competitors have always struggled with user adoption. Our approach, which relies heavily on our proprietary auto-tagging engine, allows the RMS to sit at the epicenter of your most popular applications and devices.

Boost Analyst Productivity

We work the way the modern analyst works, and can operate alongside all of your most popular devices and applications. Our competitors have always struggled with user adoption due to their unrealistic thick client approach. Not every analyst wants to change their process. We get it. Our approach, which relies heavily on our proprietary auto-tagging engine, allows the RMS to sit at the epicenter of your most popular applications and devices.

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A Portfolio Manager’s Dream

Information that should flow freely to the Portfolio Manager is too often disjointed throughout the organization. Imagine finally having a real-time, complete newsfeed of the work your team is doing across locations, devices and a suite of different applications? Mackey’s automation makes this possible. For those looking to add custom workflow to the RMS, Mackey also builds your templates and dashboards across all devices.

Give Your Compliance Team A Fighting Chance

Choose Mackey

Mackey is the most widely used modern RMS provider for a reason. Our team recognizes that the modern analyst believes mobility and usability are a right, and not a privilege. In fact, we agree with them! Without access to a platform like Mackey, analysts too often ignore their company-supplied legacy applications in favor of readily available cloud computing products that have no business in the enterprise.

Avoid The Hassle

The result is a compliance nightmare. Without a platform like Mackey, too many organizations hemorrhage data. Our approach allows you to take ownership of important notes, emails and files. Your compliance officers are finally given a lens into the research process in real-time, as our research management solution works to seamlessly aggregate and organize information from the multitude of devices and apps used by your team.